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Grahamites

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  • Totally has 644 visits

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  • stockwhizzkid 2016-09-22 04:51
    Enjoy reading your posts, keep up the good work :)
  • Thomas Macphers 2015-08-11 12:12
    Grahamites: Tom I still need to figure out how to use gurufocus's personal space better. I noted your message and thanks for the nice words. I've only had 4 years
    Thanks for your note. Agreed then. We will keep learning together!
  • lawrencemconnel 2015-02-09 14:37
    Hi..just read a great article about Grantham and Marks on the drop in oil..I have not read a better article lately, but the way your site is set up I could not find a reference to the author of the article. I'm new to the site, and if I had insights like that, I would sign it..Thanks
  • cgcoss 2014-12-04 19:53
    hi Grahamites! Thank you for your post titled Naked Short Put Options - Warren Buffett's Little Secret. i had a quick question: what is your source for Buffett selling Coca Cola options? I am unable to find anything on that. again thanks for the great post!
  • aapete 2014-06-23 23:35
    Why promote a chinese stock  are you a fraud?

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All Grahamites's Activities

  • Grahamites commented on Grahamites's article 06-20 06:08
    'Time Travel' With Pharmaceutical Distributors Part 1 - First-Level Information and Thinking
    “What everyone knows is usually unhelpful at best and wrong at worst.” “Experience is what you got when you didn’t get what you...
    View all 4 comments
    Grahamites 06-20 07:07
    • Science - Thanks for the nice words and encouragement. I feel I'm not qualified to write this article series actually as there's still so much I don't know. Glad Tom has so generously shared his second level thinking and insights. I'll try my best. 
  • Grahamites commented on Grahamites's article 06-20 06:05
    'Time Travel' With Pharmaceutical Distributors Part 1 - First-Level Information and Thinking
    “What everyone knows is usually unhelpful at best and wrong at worst.” “Experience is what you got when you didn’t get what you...
    View all 3 comments
    Grahamites 06-20 07:05
    • Tom - Thanks for sharing your great insights. Please add as much as you can! I certainly have learned my big big lessons in healthcare and I'm sure many more to come now I'm in looking into China's healthcare sector. One of the best lessons, as you pointed out is that healthcare is a complex adaptive system, which requires a holistic approach and look beyond vertical siloes. The MCO example you used is a fantastic one. I'd say the distributors may be another example. The business model also didn't change but regulatory changes, change in pharmaceutical companies as you mentioned in your gurufocus presentation in 2016, change in buyside and sellside dynamics, change in MCOs and PBM dynamics, all affected the distributors. Even second level information may not be enough to see through the big picture. 

      I'll try my best to jot down my very limited understanding and looking forward to your comments. 
  • Grahamites commented on Grahamites's article 06-17 20:14
    How 'Time Travel' Works - A Preview
    In an article called The Evolution of My Research Process, I detailed a research process which I called the time travel opportunities used by...
    View all 2 comments
    Grahamites 06-17 21:14
    • Thanks Tom. I totally agree it takes a great deal of time and quality data. Also agree it pays off in the long run. It would be great if you can share an example or two in your future write-ups. Meanwhile, I look forward to your comments on my pharma distributor articles. 
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